CIR

Clear Investment Research Portfolio holdings

AUM $74.6M
1-Year Est. Return 7.35%
This Quarter Est. Return
1 Year Est. Return
+7.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$69.1M
AUM Growth
-$83.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$7.98M
2
+$2.83M
3
+$2.73M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.23M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$381K

Top Sells

1
+$13.5M
2
+$13.3M
3
+$11.9M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$9.08M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$8.41M

Sector Composition

1 Financials 0.81%
2 Healthcare 0.55%
3 Technology 0.52%
4 Industrials 0.26%
5 Consumer Discretionary 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2K ﹤0.01%
+29
127
$2K ﹤0.01%
+34
128
$2K ﹤0.01%
+46
129
$2K ﹤0.01%
+109
130
$2K ﹤0.01%
+192
131
$2K ﹤0.01%
+42
132
$1K ﹤0.01%
+4
133
$1K ﹤0.01%
+5
134
$1K ﹤0.01%
+8
135
$1K ﹤0.01%
+18
136
$1K ﹤0.01%
+12
137
$1K ﹤0.01%
+4
138
$1K ﹤0.01%
+7
139
$1K ﹤0.01%
+7
140
$1K ﹤0.01%
+11
141
$1K ﹤0.01%
+14
142
$1K ﹤0.01%
+16
143
$1K ﹤0.01%
+3
144
$1K ﹤0.01%
+16
145
$1K ﹤0.01%
+7
146
$1K ﹤0.01%
+10
147
$1K ﹤0.01%
+6
148
$1K ﹤0.01%
+3
149
$1K ﹤0.01%
+193
150
$1K ﹤0.01%
+7
4 5
6
7 8